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IRA owner died in 2007 after RMD started. No beneficiary designated. IRA currently owned by estate. Two heirs to the...

Husband died, pre 70.5, spouse is sole beneficiary. Her choices are roll into Her IRA, or transfer to Beneficiary/Inherited IRA....

Does the 59 1/2 age requirement apply when taking the after tax portion of a 401K as a cash distribution...

Ed- I have a client who will be 70 1/2 on 3/15/09. If my client takes his first distribution between...

Decedent was already taking RMD’s upon his death. He named Trust a bene. Surviving Spouse is primary beneficiary of trust...

My client transferred 1/2 of their IRA (trustee to trustee) to an annuity from a mutual fund. How does the...

I was told that when rolling over a 401k one can slice out the after tax contributions separate from earnings....

Question: If I wait to April 1st after the year when I turned 70 1/2, I’ll have to make two...

I have a client who is retiring after 35 years of teaching and we want to roll over his 403b...

Hello– An individual (DOB 01/24/1950) at age 51 began taking 72t distributions on a MONTHLY basis using the Annuitization Method,...